CFA Accountability

System Settings

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Dashboard Employee List Add Infraction
Email Configuration
Email Templates
Passwords
Point Thresholds
Infraction Buckets
System Config
Useful Links
Backup & Restore
Change History

Email Configuration

Primary email for store communications
Comma-separated list of emails to notify when an employee is terminated

Email Templates

Only Directors can edit or reset templates.

Template Name Subject Preview Status Actions
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Password Configuration

Leave blank to keep current password
Leave blank to keep current password
Leave blank to keep current password

Point Thresholds

Define consequences for different point levels

Points Consequence Actions

Infraction Buckets Configuration

Configure infraction categories, point values, and examples

System Configuration

Auto-logout after inactivity (1-60 minutes)
Before temporary lockout (1-10)
How far back infractions can be entered (-30 to 30 days, negative disables)
Minimum point balance allowed (-20 to 0)
Days until points expire (30-365)
Standard probation period (7-90 days)
Points required to remove break food (default 9)

Data Quality

Critical Issues
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High Priority
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Medium Priority
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Low Priority
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Total Issues
0
Issue Type Severity Description Detected Status Actions
Run a scan to load issues.

Last Cleanup

Last automatic cleanup: --

Next scheduled cleanup: --

Standardize names, remove duplicate logs, archive old signups, and expire old tokens.

Scheduled Cleanup Configuration




Backup & Restore

Last Backup
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Backup Type
--
Next Scheduled
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Status
--

Create Backup

Create a complete backup of all system data including infractions, settings, and employee records. Backups are stored securely in Google Drive.

Backup History

Date Type Records Size Status Actions
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Disaster Recovery

Last Backup Test
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Point-in-Time Recovery

Date Type Status Records
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Restore Wizard

Warning

This will overwrite live data. A pre-restore snapshot will be created automatically.

Restore History

Date From Backup Type Status Actions
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Pre-Restore Snapshots

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Recovery Scenarios Guide

Common Scenarios

Scenario 1: Deleted infraction. Restore Infractions only from daily backup.

Scenario 2: Settings issues. Restore Settings sheet only.

Scenario 3: Data corruption. Run data quality scan and restore if needed.

Scenario 4: Complete failure. Use last tested quarterly backup and apply incrementals.

Backup Settings

Backups will run automatically on the 1st of January, April, July, and October at 2 AM

Settings Help

Configure email recipients, thresholds, bucket values, and passwords.

  • Change shared passwords in the Password section.
  • Update email lists to control notifications.
  • Verify settings after saving.

Change History

Recent Changes

Date/Time Changed By Setting Old -> New Reason
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History Filters

Date/Time Changed By Setting Old -> New Reason Actions
Run filters to load history.

Saved Configuration Versions

Date Created By Type Description Status Actions
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Compare Two Versions

Category Old Value New Value
Select versions to compare.

Threshold Timeline

Date Setting Old New Changed By Reason
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Bucket Evolution

Date Setting Old New Changed By Reason
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Rollback Wizard

Restore Wizard

Select Backup

Select What to Restore


Preview Changes

Preview shows how many rows will change per sheet.
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Confirmation

WARNING: This will overwrite current data. All users will be logged out.

Restore Progress

Restoring...

Restore Complete

Backup Test Details

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